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Unpaid and part-paid sales

Learn how to record sales without full payment and complete them later.

Payment statusUnpaid$150.00Part-paid$80 of $150 paidSave unpaid

How unpaid and part-paid sales work

  1. Unpaid sales are saved without any payment, allowing you to collect the balance later.
  2. Part-paid sales record a partial payment, with the remaining balance due at a later time.
  3. Both types appear in your Sales list with their payment status clearly marked.

Raise an unpaid sale

  1. Open an existing appointment from your Calendar.
  2. In the right panel of the appointment view, click on the Checkout button at the bottom.
  3. Click on the Save unpaid button at the bottom of the right panel to save the sale without taking payment.

Raise a part-paid sale

  1. Open an existing appointment from your Calendar.
  2. In the right panel of the appointment view, click on the Checkout button at the bottom.
  3. In the left panel under Payment methods, select Split payment.
  4. In the pop-up, select a payment method, enter the amount, and click Add payment.
  5. Select the Save part-paid button at the bottom of the right panel.
  6. Click Continue in the pop-up to record the payment and save the sale as part-paid.

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